|
1
|
Wells Fargo
San Francisco,
California
|
$15.2M
|
-$1.04M
|
-17,495
|
-6%
|
|
|
2
|
|
$14M
|
-$2.74M
|
-45,990
|
-16%
|
|
|
3
|
Beacon Capital Management Inc (Ohio)
Dayton,
Ohio
|
$11.9M
|
+$882K
|
+14,801
|
+8%
|
|
|
4
|
TD Ameritrade Investment Management
Omaha,
Nebraska
|
$11.2M
|
+$10.7K
|
+180
|
+0.1%
|
|
|
5
|
Bank of America
Charlotte,
North Carolina
|
$10.2M
|
+$5.25M
|
+88,141
|
+105%
|
|
|
6
|
Avidian Wealth Enterprises
Houston,
Texas
|
$8.93M
|
+$1.07M
|
+17,950
|
+13%
|
|
|
7
|
Envestnet Asset Management
Chicago,
Illinois
|
$4.92M
|
+$3.1M
|
+52,046
|
+166%
|
|
|
8
|
Morningstar Investment Services
Chicago,
Illinois
|
$3.19M
|
+$1.83M
|
+30,697
|
+132%
|
|
|
9
|
Private Advisory Group
Redmond,
Washington
|
$1.17M
|
+$1.18M
|
+19,829
|
New
|
|
|
10
|
SignalPoint Asset Management
Springfield,
Missouri
|
$1.04M
|
-$9.83K
|
-165
|
-0.9%
|
|
|
11
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$999K
|
+$780K
|
+13,096
|
+344%
|
|
|
12
|
Trustmark National Bank Trust Department
Jackson,
Mississippi
|
$988K
|
+$996K
|
+16,725
|
New
|
|
|
13
|
Stifel Financial
St. Louis,
Missouri
|
$956K
|
-$688K
|
-11,542
|
-42%
|
|
|
14
|
BB&T Securities
Richmond,
Virginia
|
$895K
|
-$1.25K
|
-21
|
-0.1%
|
|
|
15
|
LPL Financial
San Diego,
California
|
$803K
|
-$119K
|
-1,995
|
-13%
|
|
|
16
|
UBS Group
Zurich,
Switzerland
|
$787K
|
-$9.35K
|
-157
|
-1%
|
|
|
17
|
JP Morgan Private Wealth Advisors
San Francisco,
California
|
$762K
|
+$768K
|
+12,897
|
New
|
|
|
18
|
|
$760K
|
–
|
–
|
–
|
|
|
19
|
Private Advisor Group
Morristown,
New Jersey
|
$715K
|
+$516K
|
+8,653
|
+251%
|
|
|
20
|
Alpine Woods Capital Investors
Purchase,
New York
|
$662K
|
–
|
–
|
–
|
|
|
21
|
|
$613K
|
-$11.6K
|
-195
|
-2%
|
|
|
22
|
Raymond James & Associates
St Petersburg,
Florida
|
$553K
|
-$227K
|
-3,817
|
-29%
|
|
|
23
|
Advisor Group
Phoenix,
Arizona
|
$553K
|
+$4.47K
|
+75
|
+0.8%
|
|
|
24
|
NTV Asset Management
Charleston,
West Virginia
|
$549K
|
–
|
–
|
–
|
|
|
25
|
Buckingham Strategic Wealth
Clayton,
Missouri
|
$511K
|
–
|
–
|
–
|
|
